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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.11+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $47,492 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,366 | $41,016+39.9% | $152,093-62.3% | $64,097-10.5% |
| Participation rate | 48.3% | 51.3%-3.1pp | 77.8%-29.5pp | 55.2%-6.9pp |
| Annual return | 14.43% | 39.60%-25.2pp | 66.36%-51.9pp | 34.64%-20.2pp |
| Employer contribution / active EE | $1,316 | $1,342-2.0% | $4,175-68.5% | $1,891-30.4% |
| Participant deferral / active EE | $2,255 | $1,927+17.0% | $5,451-58.6% | $3,080-26.8% |
| Admin fee / account holder | $317 | $2,305-86.3% | $14,497-97.8% | $3,454-90.8% |